Wilsey Asset Management Inc Portfolio Holdings
Wilsey Asset Management Inc
- $531 Million
- Q4 2024
Wilsey Asset Management Inc has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $531 Million distributed in 23 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Tapestry, Inc. with a value of $49.1M, Microsoft Corp with a value of $47M, Wells Fargo & Company with a value of $42.1M, General Motors CO with a value of $36.8M, and Jpmorgan Chase & CO with a value of $36.2M.
Examining the 13F form we can see an decrease of $2.31M in the current position value, from $534M to 531M.
Below you can find more details about Wilsey Asset Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$531 Million
Financial Services: $126 Million
Consumer Cyclical: $109 Million
Real Estate: $74 Million
Healthcare: $50.5 Million
Technology: $48.2 Million
Consumer Defensive: $43.2 Million
Industrials: $30.4 Million
Energy: $29.9 Million
Other: $19.9 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|